Insights

The 4 Financial Habits of Successful Women

The 4 Financial Habits of Successful Women

One of the best parts of hosting my Profit Boss Radio podcast is interviewing incredible women who generously share their financial journeys. I learn so much from their personal stories and advice, and you can, too. In the past few months, I found three women...

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You’re Not Thriving Financially? Here’s Why

You’re Not Thriving Financially? Here’s Why

You know those parts of your life that seem stuck in a rut? Instead of taking action, you’re likely tolerating the static situation. Your rut might be about your diet or fitness level. Perhaps it’s a particularly challenging relationship. It might even be intangible,...

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10 Steps to Ensure You Won’t Outlive Your Money

10 Steps to Ensure You Won’t Outlive Your Money

Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...

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Dodd-Frank: Shaken, Not Stirred

Dodd-Frank: Shaken, Not Stirred

Think your martini's the only thing on the rocks? Think again. Now, thanks to a recent executive action, the unified fiduciary standard might be too. What does it mean to you? I know you’ve heard this, but there are financial advisors (like me) who act as fiduciaries...

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The Misogyny That Keeps Women Broke

The Misogyny That Keeps Women Broke

Ladies, listen up! Stop allowing yourselves to be treated like second-class citizens! More to the point: stop behaving like a second-class citizen. There’s more to women’s rights than equal pay and control over your reproductive organs. What about the fact that we, as...

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How to Double Your Productivity and Grow Your Wealth

How to Double Your Productivity and Grow Your Wealth

It’s December, and most of us are taking time to not only reflect on the past, but also plan for the future. As you consider your lessons from 2015 and how life will be different in 2016, one of the most important things to discover is the power of productivity. We’re...

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